Software for Finance

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Our Finance Customers

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Finance industry challenges

A critical need for compliance

A critical need for compliance, always. Difficulties understanding your customers, including their behaviour. The right way to engage with customers when there’s no single view of them. Poor integrations with existing systems. Siloed marketing tasks, which undermine your efforts. 

We’ll help you cut through the bulls***t and find the smart software solution for your finance business

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Common problems

When it comes to customer service in the finance industry, businesses often encounter several common problems. These issues can negatively impact customer satisfaction, trust, and overall business performance. Here are some of the typical challenges faced by businesses in the finance industry:

Lengthy Response Times

Limited Channel Options

Slow response times can be a significant source of customer frustration. Finance businesses can sometimes struggle to handle customer inquiries and complaints quickly, resulting in delayed responses. Long waiting times on calls or delayed email replies can lead to frustration and a perception of poor customer service.

Many finance businesses struggle to provide personalised customer experiences. Customers often appreciate individual attention and tailored solutions to their financial needs. However, due to the volume of customers and standardised processes, businesses may fall short of delivering personalised services.

Limited Channel Options

Complex Complaint Resolution

Customers now expect multiple channels for contacting customer service, such as phone, email, live chat, and social media. However, some finance businesses may have limited channel options or fail to provide consistent support across all channels. This limitation can frustrate customers who prefer certain communication methods or expect seamless transitions between channels.

Disputes and complaints are common in the finance industry. However, resolving these issues can be a complex process, involving multiple departments and regulations. Businesses need efficient systems and well-trained staff to handle complaints promptly and provide satisfactory resolutions to customers.

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How software can help

Software fills the gap for the finance industry

Software can play a significant role in solving several customer centric problems in the finance industry. Here's how software solutions can address some of the most common challenges mentioned earlier:


Educational Resources

CRM software enables businesses to collect and manage customer data effectively. It helps finance businesses understand customer preferences, transaction history, and communication preferences, allowing them to personalise interactions and offer tailored solutions.

With marketing automation, finance businesses can provide educational content and resources to improve customer financial literacy. This can address the lack of financial knowledge and empower customers to make informed decisions.

Efficient Communication

Efficient Ticket Management

CRM systems provide a centralised platform for storing customer information, communication history, and notes. This helps customer service representatives respond more efficiently and provide consistent support across multiple channels.

Helpdesk software streamlines the handling of customer inquiries and complaints. It allows businesses to categorise, prioritise, and assign tickets to the appropriate representatives, ensuring timely resolution.

Educational Resources

Knowledge Base

With marketing automation, finance businesses can provide educational content and resources to improve customer financial literacy. This can address the lack of financial knowledge and empower customers to make informed decisions.

Helpdesk software typically includes a knowledge base where businesses can store frequently asked questions (FAQs), troubleshooting guides, and self-help resources. This empowers customers to find solutions to common issues independently, reducing the load on customer service representatives.

By integrating CRM, marketing automation, and helpdesk software, finance businesses can create a unified customer service ecosystem. This integration allows for seamless data sharing, automation of repetitive tasks, personalised communication, efficient ticket management, and improved customer engagement. Ultimately, these software solutions can enhance the overall customer experience and address the common problems faced by businesses in the finance industry.

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